Ironwood Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,096
| Closed | -$84K | – | 489 |
|
2021
Q3 | $84K | Hold |
4,096
| – | – | 0.02% | 149 |
|
2021
Q2 | $89K | Sell |
4,096
-394
| -9% | -$8.56K | 0.03% | 145 |
|
2021
Q1 | $103K | Hold |
4,490
| – | – | 0.03% | 127 |
|
2020
Q4 | $98K | Buy |
4,490
+4,193
| +1,412% | +$91.5K | 0.04% | 124 |
|
2020
Q3 | $6K | Hold |
297
| – | – | ﹤0.01% | 315 |
|
2020
Q2 | $7K | Buy |
+297
| New | +$7K | ﹤0.01% | 284 |
|
2020
Q1 | – | Sell |
-397
| Closed | -$12K | – | 403 |
|
2019
Q4 | $12K | Hold |
397
| – | – | 0.01% | 249 |
|
2019
Q3 | $11K | Hold |
397
| – | – | 0.01% | 256 |
|
2019
Q2 | $10K | Hold |
397
| – | – | ﹤0.01% | 263 |
|
2019
Q1 | $9K | Hold |
397
| – | – | ﹤0.01% | 269 |
|
2018
Q4 | $9K | Sell |
397
-596
| -60% | -$13.5K | 0.01% | 253 |
|
2018
Q3 | $25K | Buy |
+993
| New | +$25K | 0.01% | 173 |
|
2017
Q4 | – | Sell |
-500
| Closed | -$15K | – | 275 |
|
2017
Q3 | $15K | Hold |
500
| – | – | 0.01% | 160 |
|
2017
Q2 | $14K | Hold |
500
| – | – | 0.01% | 159 |
|
2017
Q1 | $16K | Hold |
500
| – | – | 0.01% | 151 |
|
2016
Q4 | $16K | Hold |
500
| – | – | 0.01% | 147 |
|
2016
Q3 | $15K | Hold |
500
| – | – | 0.01% | 149 |
|
2016
Q2 | $16K | Hold |
500
| – | – | 0.01% | 147 |
|
2016
Q1 | $15K | Buy |
+500
| New | +$15K | 0.01% | 153 |
|
2015
Q3 | $12K | Hold |
500
| – | – | 0.01% | 200 |
|
2015
Q2 | $13K | Hold |
500
| – | – | 0.01% | 191 |
|
2015
Q1 | $12K | Hold |
500
| – | – | 0.01% | 199 |
|
2014
Q4 | $13K | Buy |
+500
| New | +$13K | 0.01% | 167 |
|